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MHEL.BO$69.13+4.99%
Fair $69.13+0.0%

MHEL.BO

MHEL.BO

Industrials / Specialty Industrial MachineryBSE

$69.13

+3.46 (+4.99%)

Fairly Valued+0.0%Fair Value $69.13Fund rank 23/100 · Data gapFallback financials|
SA 56/C
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $25.1M · quality 29.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MHEL.BOLocal privado en este navegador · MHEL.BO
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$270M

P/E

7.6x

↓

EV/EBITDA

6.7x

↓

ROE

24.5%

↑

Gross Margin

22.1%

↓

Debt/Equity

1.81

↑
52-Week Range$69
$47$146

TradingView lightweight chart

MHEL.BO price, volumen y niveles de valoración

Último $72.76Periodo +175.6%
Fair value: $69.13

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+16.7%

FCF CAGR

-25.0%

FCF margin

5.0%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $505.3M · net income $28.5M · FCF $25.1M

2022-FY → 2025-FY

Gross margin

22.1%+16.6% pts

Operating margin

13.0%+22.1% pts

Net margin

5.6%+20.8% pts

FCF margin

5.0%-13.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$505.3M$505.3M$442.8M$520.2M$317.9M
Net Income$28.5M$28.5M$10.0M$9.6M$-48.1M
EBITDA$71.9M$71.9M$52.4M$51.6M$-7.5M
EPS7.317.312.562.46-12.33
Gross Margin22.1%22.1%19.1%19.8%5.5%
Operating Margin13.0%13.0%10.6%11.3%-9.0%
Net Margin5.6%5.6%2.3%1.8%-15.1%
Balance Sheet
Debt/Equity1.811.812.533.283.47
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$25.1M$25.1M$50.8M$-14.1M$59.5M
Returns
ROE24.5%24.5%11.4%12.3%-70.6%
Valuation
P/E7.637.6319.5320.33—
EV/EBITDA6.666.667.928.66—
P/B2.322.322.232.511.66
Growth & Yield
Revenue Growth14.1%14.1%-14.9%63.6%—
EPS Growth185.5%185.5%4.1%120.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-5.7%

fácil

EPS terminal req.

$6.13

Spread vs growth

191.2%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$7.42

Spread vs growth

185.2%

10Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$11.95

Spread vs growth

180.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -50.1%

Total return

-50.1%

Start / end P/E

57.0x → 10.0x

EPS bridge

2.56 → 7.31

Residual

-153.1%

EPS growth+185.5%
Multiple rerating-82.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-153.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.